Heritage Wealth Management (Ohio)’s General Dynamics GD Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$206K	Buy	+582	New	+$199K	0.05%	264

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s GD Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in General Dynamics (GD) in Q2 2026: 582 shares worth $206K. The stake represents 0.05% of the portfolio and ranks #264 among its holdings.

2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Heritage Wealth Management (Ohio) held 582 shares of General Dynamics worth $206K as of Q2 2026.
General Dynamics was a new Heritage Wealth Management (Ohio) position in Q2 2026.
General Dynamics made up 0.05% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #264 holding.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.